Fear and Loathing- Dealing with Exit Planning When The Owner Doesn’t Want to Leave
This month’s topic, led by Jeff Janes of Sagemark Consulting, will be a deep dive into the psychology of dealing with business owners through the emotional challenges of planning and executing an exit from their business. Jeff will discuss the common fears business owners deal with, and offer tips that advisors can use across a range of professional disciplines
Learning Objectives include:
- Learn answers to the three most common reasons business owners give for not starting the exit planning process.
- Learn how to spot problems during the exit planning process that might cause the business owner to stop the process.
- Learn how national exit planning organizations approach the process, and why one size does not fit every business situation
Jeff Janes of Sagemark Consulting
Jeff Janes is a registered representative of Lincoln Financial Advisors Corp.
Securities offered through Lincoln Financial Advisors Corp., a broker/dealer. Member SIPC. Investment advisory services offered through Sagemark Consulting, a division of Lincoln Financial Advisors Corp., a registered investment advisor. Insurance offered through Lincoln affiliates and other fine companies. Lincoln Financial Advisors Corp. and its representatives do not provide legal or tax advice. CRN-2028897-021418
CEPAs receive 1 CE credit
CPE receive 1 CE credit
CVA receive 1 CE credit